Dimensional Fund Advisors

Separately Managed Accounts

Separately Managed Accounts

Overview

As part of Dimensional's initiative to make investment services more widely available, I led the design of a digital platform that simplified how financial advisors manage their clients' custom investment accounts, reducing the minimum investment from several million to just one million dollars.

Dimensional Fund Advisors is a pioneering global investment firm (over $600B AUM) transforming the industry through scientific, research-backed investing approaches. Recognized for revolutionizing institutional investment management through academic partnerships and evidence-based strategies.

Impact

Within a year and a half of launch, the SMA Center surpassed $1 billion in assets under management.

The platform has since integrated ETFs, evolving into a comprehensive Unified Managed Account (UMA) solution.

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© Feels Right LLC 2025

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© Feels Right LLC 2025

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© Feels Right LLC 2025

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